Genmab — Juni 2018

[GeorgeBest]

tak Sukker og Bulder

[E_L]

A few other points i wrote down:

[E_L]

• On stopped studies: Too early to draw conclusions , JNJ still studying the data, median analyst cut dkk80 much less as price cut

[E_L]

• Steroid use in lung cancer very high; maybe that could be the problem? (could loose the complete positive impact of the PD(L)1 due to the steroids)

[E_L]

• Also, outside MM Dara is still doing really well, amyloidosis very good data, deep response, good safety profile. Believes there is a market outside MM.

[E_L]

• +/- 12.000 patients in 75 clinical trials

[E_L]

• MAIA hope to see MRD- in 50% or more

[E_L]

• Perspective on CAR-T ; data from bluebird was really good, but also encouriging from our perspective because it is clearly not a cure; other drugs are still needed. Tumour can not be kept under control for longer then 1 year. Also sceptical about the patient population; different from what we see in our trials; much younger, much fitter; selected to endure this very agressive type of therapy.

[E_L]

• Probably for 3dr, 4th line setting, but IF they can get earlier lines, it will compete with stem cell transplantation, and need fit patients which tend to be 10% of the market (Dara patients often 60+/70+)

[E_L]

• “we were quite encouraged by that data” Sees Dara as “undisputed back bone combination therapy”

[E_L]

• CART has serious toxicity, patients spending 10 days or more in intensive care for very high prices, for relatively short lived control of the disease. “good luck with that” (lol)

[E_L]

• Admits Glaxo has very good BCMA drug, SC Dara very close. Glaxo eye toxicity problems. Potential for Dara Glaxo combi

[E_L]

• Repeated that chair time / long infusion time is still an issue in the US and expects a lot from SC (“massive impact”)

[E_L]

• Also that SC seems to show better effect as IV so far and much better tolerated. Filing 2019. Janssen wants to file together to get a broad label approval for SC.

[E_L]

• 1 more TV study to launch in H2 in ‘another’ solid cancer. Which one?

[Sukkeralf]

Hi EI - regarding "- Admits Glaxo has very good BCMA drug, SC Dara very close. Glaxo eye toxicity problems. Potential for Dara Glaxo combi" i remember it as the GSk patients have been through more lines of therapi (more sick)

[Sukkeralf]

and the same goes when comparing sc mono vs Iv mono - IV patients more sick

[Sukkeralf]

For me sc dosing is still mostly about convenience and longer patent life and even maybe higher price - but hopefully we will see better efficacy in the larger trials as well

[E_L]

yes, i guess we need more trial data on that. Jan seemed to think for SC it could have something to do with dosing , the way he spoke about it , it feels like he believes SC could indeed be better. Lets hope so

[GeorgeBest]

Lidt statistik til sammenligning: Bugspytkirtelkræft 48000 nye tilfælde per år i USA. MM 30000 nye tilfælde per år